The Journal

Australia’s economy and financial markets may be facing some headwinds as a global rebalancing is underway between the current account surplus nations and those with significant current account deficits. So what should Australian investors do, particularly when the property boom is beginning to subside? Where do the better opportunities lie?

by Nik Dvornak - Portfolio Manager of the Platinum European Fund, 14 July 2017

In our March 2017 quarterly macro overview, Andrew Clifford, CIO, recounted in some detail the causes and effects of the current imbalances in major global economies. He also discussed some of the investment implications the trade imbalance and an impending rebalancing hold for China in particular. This article seeks to build on Andrew’s framework and explore what these phenomena mean for investors in Europe.

What are the most important factors that determine effective team performance? Ben Darwin, an ex-elite sportsman and coach, analyses Platinum's investment team structure and the core determinants of the performance of a group.

More than 800 million Chinese consumers are carrying e-wallets on their phones, and mobile payments made via China’s third-party platforms such as Alipay and Tenpay – some US$5.5 trillion – were 50 times the value of e-payments transacted in the US last year.

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